Marks And Spencer Share Discussion Threads

[blueteam] 20/12/2018 11:18

Like to see those 11% shorters get fried lol.

[blueteam] 20/12/2018 11:18

Retail sales rebound.

[philanderer] 20/12/2018 10:06

As the saying goes...only use money you can afford to lose ;-)

[freedom97] 20/12/2018 08:31

You've spammed 'Run for the hills' 27 times, yet you're still here. LOL!

[the_man_with_the_pink_gun] 20/12/2018 08:11

THE MARKETS CRASHING, RUN FOR THE HILLS PEOPLE !!

[blueteam] 19/12/2018 13:55

Interesting report saying MKS has not entered into the cut price sales and so not losing on margins and yet shops are busy. It may well mean some good news for investors post xmas and new year update. So, will see if the 11% shorts start to close or if they feel brave and add.

[diku] 18/12/2018 21:15

Think the market is waiting for you to dump...then it will shoot right back up!...

Time for Mks to merge merge merge...

[buywell3] 18/12/2018 21:11

Picking the RIGHT sector and then picking the right stock within that sector is now the name of the game.

The retail sector ain't it


USA FED actions and talk will now lead the Global Markets up or down

[philanderer] 18/12/2018 21:03

Yes , you definitely need to have a good steady seperate income if you hold stocks and shares. They can always become almost worthless.

[careful] 18/12/2018 18:01

I don't like the feel of the market right now.
Getting that old 2003/2009 feeling.
If I am thinking of dumping the lot then so will other.

We have all learned that holding our nerve can be the wrong strategy.

[philanderer] 18/12/2018 17:55

John Lewis sales rebound as it cuts clothing prices

Chain bucks retail gloom after profit warnings at Asos, Bonmarché and Superdry

[philanderer] 18/12/2018 11:37

European clothing retailers 5-Yr return:

- H&M -62%
- Marks & Spencer -46%
- Asos -34%
- Primark (AB Foods) -31%
- Inditex -10%

[debsdowner] 18/12/2018 10:49

John lewis weekly sales just announced up 1.8% having lost 4 out of 5 previous weeks:

"Total sales for the week were up 1.8% on the same week last year. This was due to customers shopping for gifts and preparing their homes for Christmas, and price matching competitor promotions which launched at the end of the week.
Fashion sales were up 9.3%. Sales were boosted by price matching competitor promotions. Beauty, Wellbeing and Leisure sales were up 15.7% across the week, and Womenswear and Menswear sales were up 8.5% and 7.2% respectively.
Home sales were down 1.7% overall. Christmas Shop had a good week with sales up 1.1% on last year. Sales of Christmas trees were up 10% and Gift Food continued to have strong sales. Customers preparing their homes for Christmas increased sales of some home accessories with Lighting sales up 10% on last year.
Electrical and Home Technology sales were down 4.3%, partly due to annualising competitor promotions which were not repeated this year. Nevertheless, we saw strong sales of mobile phones which were up 34% on the same week last year. We also had strong sales of Dyson Airwraps and smart watches."



Comment:

Price match will have decimated margins, apart from fashion home and electrical down,

JL Partnership flat on week;
47 weeks JLP -0.7%

Waitrose down -1.9% they are now losing market share in the food sector.

[diku] 17/12/2018 20:59

These brokers come out and cut price targets now that it is well below the psychological 300p...they must think joe public investors are stupid...why bother having such recommendations & price targets...it serves no purpose...ban it across the Plc casino markets..

That header chart with bollinger band has widened too much...a bit like the crocodile mouth open...technical bounce due very son...RSI looking over sold as well...

[buywell3] 17/12/2018 17:35

buywell311 Dec '18 - 02:04 - 7867 of 7906 Edit

275p hit as predicted


250p now the next big test for MKS IMO

[andyj] 17/12/2018 15:07

I'm dreaming of a red Christmas...

[philanderer] 17/12/2018 13:35

Analysts at Berenberg said they remained unsure whether Asos’s warning “was driven by marketwide conditions or operational issues within the business”, particularly because the retailer has been rolling out international distribution centres.

[philanderer] 17/12/2018 10:37

steve hawkes@steve_hawkes

16 minutes ago

Government has stuck its fingers in its ears over high street woes for years - obsessed by the £30 billion it collects in business rates
They'll wake up in years to come and wonder why they didn't act

[philanderer] 17/12/2018 10:03

On an unchanged dividend MKS is now theoretically yielding 7.5% and that ain't gonna happen.

edit:

RBC cuts tp to 300p from 320p - 'sector perform'


updated:

17th dec RBC Capital sector perform tp 300p
5th dec Goldmans sell tp 260p
29th nov Barclays overweight -
20th nov Investec sell tp 240p
8th nov HSBC hold tp 285p
7th nov Peel Hunt buy -
7th nov Liberum sell -
7th nov Macquarie underperform -
7th nov Cazenove sell -


7th nov ++++ interims ++++

[philanderer] 17/12/2018 09:44

MKS and ABF (Primark) both walloped this morning.

[blueteam] 17/12/2018 09:18

Yes not so much competition around. MKS has not done stupid sales and have kept margins up. I am expecting no so bad results as expected in xmas results and will see a move upwards.

[careful] 17/12/2018 09:15

Carnage on the high street.
Asos update today caused their shares to half this morning.
Royal Mail parcel deliveries much lower than expected.
growth in online stalling, maybe it was a fad after all.

our economy is struggling, hoping MKS will be disciplined and survive.
We have a good management team.

I bought MKS because I thought it could be the last man standing.
Although Primark are making things difficult.

[diku] 17/12/2018 08:59

Send those insiders to work on the shop floor for this last week before Christmas...give them a taste of what it is like to be in retail...

[andyj] 17/12/2018 08:57

Take a look at the long term history and you will notice panic every five years or so resulting in a drop to £2. It has been a great time to buy more.

[nick rubens] 17/12/2018 08:53

Market losing confidence in M&S.Anyone invested here and can this brand be kept going and prospering in the years ahead?

Which is struggling most? Is it the food or the clothes side of the business?